Resources

IRS Releases Additional Guidance on CARES Act

Annemarie Keehn, ERPA, QPA, QKA | Tax Laws | June 25, 2020

Details of the SECURE Act - Part Five: Small Employer Plan Credit

Annemarie Keehn, ERPA, QPA, QKA | Tax Laws | March 2, 2020

Employers who start a new plan or add auto enrollment to an existing or new plan are eligible for tax credits to help offset the expense of the plan. Learn More >

Details of the SECURE Act - Part Four: Withdrawals for Birth or Adoption

Annemarie Keehn, ERPA, QPA, QKA | Tax Laws | January 21, 2020

Section 113 of the SECURE Act amends the tax laws to allow employees to take a penalty-free withdrawal for qualified birth or adoption expenses. Learn More >

Details of the SECURE Act - Part Three: Rules Related to Safe Harbor Plans

Annemarie Keehn, ERPA, QPA, QKA | Tax Laws | January 15, 2020

The SECURE Act eliminates the notice requirement for Safe Harbor nonelective contributions and extends the deadline for an employer to elect safe harbor status. Learn More >

Details of the SECURE Act - Part Two: Provisions Related to Attainment of Age 70.5

Annemarie Keehn, ERPA, QPA, QKA | Tax Laws | January 10, 2020

Under the SECURE Act, the required age for Required Minimum Distributions to begin has been extended and the restriction on individuals over age 70 ½ making IRA contributions has been eliminated. Learn More >

Details of the SECURE Act - Part One: Covering Long-Term Part-Time Workers

Annemarie Keehn, ERPA, QPA, QKA | Tax Laws | January 7, 2020

The SECURE Act contains significant changes to tax-qualified retirement plans. This article looks in detail at one provision that would require coverage of part-time employees. Learn More >

The SECURE Act

Annemarie Keehn, ERPA, QPA, QKA | Tax Laws | January 2, 2020

The SECURE Act was passed on December 20, 2019. RMS has compiled a summary of the different provisions in the Act. Learn More >

New Retirement Legislation May Be On The Way: SECURE Act vs. RESA

Annemarie Keehn, ERPA, QPA, QKA | Tax Laws | May 28, 2019

The SECURE Act was approved by the House on May 23rd. It will now move to the Senate and compared or possibly reconciled with RESA. We compare the main provisions of each act in this chart. Learn More >

Recent Tax Acts Impacting Retirement Plans

Annemarie Keehn, ERPA, QPA, QKA | Tax Laws | February 16, 2018

Recent changes to retirement plan provisions due to 2 new Tax Acts Learn More >

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